Flying Under The Radar

Have you noticed when the big tech execs get summoned to Washington, Microsoft seems to fly completely under the radar? Yet Microsoft is the second biggest company on the planet with a market cap of $2 trillion. Only Apple is bigger at $2.2 trillion.

Bloomberg seem to think it is because they are the second biggest operator in many divisions. Their gaming, cloud and AI businesses sit in second spot, out of the limelight.

That may be true but their digitisation of the office is by far the dominant player. The Microsoft Office package is the most incredible annuity income business. It also doesn't seem to offend anyone in anyway. And why would it?

Satya Nadella, the CEO, is a very likeable guy. Maybe that also helps keep them out of trouble? Recently he is made a few big moves with some sizeable acquisitions. Microsoft is an absolute must in every portfolio.